Curated Wealth Partners LLC
Position in IBM — International Business Machines Corp
CIK 1781284
EL SEGUNDO, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,990,431
+$32,730,590 QoQ
Shares Held
117,316
+10843.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#10
of 434 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $109,036,617 across 13 Information Technology Services names. IBM ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
744,658 | $56,601,454 | |
| 2 | IBM |
International Business Machines Corp
This page
|
117,316 | $32,990,431 | |
| 3 | CACI |
Caci International Inc /De/
|
19,158 | $8,875,135 | |
| 4 | ACN |
Accenture plc
|
57,009 | $7,094,199 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
10,117 | $1,393,514 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
45,003 | $508,983 | |
| 7 | EFOR |
Everforth Inc
|
27,137 | $484,938 | |
| 8 | GLOB |
Globant S.A.
|
15,021 | $434,707 |
All Filings in IBM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,990,431 | 117,316 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $259,841 | 1,072 | Shares | Other | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||